The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ANTERO RES CORP | COM | 03674X106 | 231,460 | 9,306,810 | SH | SOLE | 9,306,810 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 480,854 | 6,763,061 | SH | SOLE | 6,763,061 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 282,939 | 10,133,917 | SH | SOLE | 10,133,917 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 149,576 | 1,942,800 | SH | Call | SOLE | 1,942,800 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 13,998 | 181,818 | SH | SOLE | 181,818 | 0 | 0 | ||
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 374,761 | 5,455,837 | SH | SOLE | 5,455,837 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 127,372 | 4,638,447 | SH | SOLE | 4,638,447 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 27,645 | 1,547,900 | SH | Call | SOLE | 1,547,900 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 261,389 | 14,635,464 | SH | SOLE | 14,635,464 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 335 | 9,176,116 | SH | SOLE | 9,176,116 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 37,117 | 638,188 | SH | SOLE | 638,188 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 117,167 | 2,021,868 | SH | SOLE | 2,021,868 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 155,925 | 6,175,234 | SH | SOLE | 6,175,234 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 526,422 | 13,456,602 | SH | SOLE | 13,456,602 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 120,999 | 3,132,254 | SH | SOLE | 3,132,254 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 297,644 | 7,814,226 | SH | SOLE | 7,814,226 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 296,899 | 11,971,736 | SH | SOLE | 11,971,736 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 440,727 | 5,997,920 | SH | SOLE | 5,997,920 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 246,570 | 2,306,119 | SH | SOLE | 2,306,119 | 0 | 0 | ||